What is O4B PE?

O4B PE is a complete pipeline and portfolio management system. Designed by private equity professionals for private equity professionals, O4B PE takes advantage of today's advanced web based knowledge management and information sharing technologies, enabling your team to be more e�cient and to make better investment decisionsUnlock your �rm’s true value – its knowledge, contacts, and experience.• Integrate your existing processes and procedures into a web-based knowledge management system• Effectively manage your pipeline and portfolio, with easy to use tools and real-time reporting• Manage and share data across your organization• Easily archive and retrieve data such as contacts, industry research, firm specific data, and legal documentation

O4B suite integrations

O4B is designed to input data once, use it many times:• Contacts, tasks, and calendar are two-way synchronized between CRM, Groupware, MS Outlook, and your mobile phone• Archive emails and save attachments directly from the Groupware to the CRM or Document Management System• Click to call and call logging in the CRM• IP PBX allows free calls between o�ces, and low cost voip calls to everywhere else

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MTBS d.o.o. || Trg Žrtava Fašizma 3 || 10000 Zagreb || Croatia || t: +385 (01) 777 2030 || f: +385 (01) 777 2040 || info@o4b.biz

System Useability

___________PE Dashboard • Customizable dashboard to access the O4B PE management system• Easy view of portfolio and pipeline companies• Quick access to tasks, reports, and document upload

___________New Lead Wizard• Enter a new investment lead in minutes• Contacts, summary financial data, investment stage, country, and fund are standard data points

___________Smart Folder and File Management• Upload files to a specific company, or transfer directly from email• Tag files by category, enabling the file to be saved in one place, but appearing in multiple Smart Folders• File versioning, full text search, work flow initiation, and other advanced document management features are standard

___________“One Click” Investment Stage Promotion• Promote pipeline companies to the next pipeline stage with one click

___________Portfolio company promotion wizard• When completing an investment, the promotion wizard converts the company from pipeline to portfolio• Track deal structure data, board members, financial performance, and legal documents

___________Reports• Powerful Business Intelligence (BI) tools provide standard out-of-the box reports, and can easily provide customized reports for GP’s and LP’s• Advanced search allow users to build their own customized reports

Management

___________Document Management• A full audit trail of all users that have “touched” each document is standard, and is fully Sarbanes-Oxley compliant• File versioning is standard• Ability to limit data and file access to only certain employees• All files are fully text indexed and searchable• Functions as a powerful on-line file server

___________Task Management• Automatic task assignment as companies progress through the pipeline• Ad-hoc task assignment based upon the needs of the investment opportunity• Keep track of time spent on each task, percentage completion, etc.

___________Contact Management• Input contact once, use many times. Two-way synchronization between CRM, PE System, Groupware, and Mobile devices• Easily associate contacts with pipeline and portfolio companies• Create email lists for LP’s, portfolio company management, press releases, staff, advisors, etc.• Create and manage email marketing campaigns

Why Software as a Service?

___________Lower TCO (Total Cost of Ownership)

• No need to purchase IT hardware• No need to purchase Software• No licenses to buy• No HW/SW support costs• Predictable, monthly cost model

___________Easy To Manage

• No need to set-up and manage IT servers and software• Reduced dependency on outsourced IT providers• In-house IT team can focus on more important issues

___________Easy To Use

• Intuitive interface and work flows make implementation quick and simple

___________Rapid set-up time

• Same day client provisioning• Easy data migration• Intuitive products allows for easy user uptake

___________Fast

• Faster to use then a standard corporate email + file system, saving your firm time and money

___________Web based platform allows employees to access the company systems

• Anywhere, anytime access for maximized efficiency• 99.9% uptime

Tehnical Infrastructure

O4B PE is built on the Open For Business (O4B) enterprise 2.0 SaaS suite

O4B is an integrated suite comprised:• Zimbra Groupware• Sugar CRM• Alfresco Document Management• Asterisk based IP PBX

With the O4B suite, our clients do not need any other email, file management, CRM, or voice applications. O4B PE is a full enterprise management system.

___________Full Technical Solution • With the O4B suite, our clients do not need any other email, file management, CRM, or voice applications• O4B PE is a full enterprise management system

___________Cost Effective

• O4B PE users don't need to invest in computer servers, server licenses, or expensive maintenance agreements• Simply access O4B PE through a standard web browser

___________Data Security – Data protection far exceeding the standards of most PE Funds

• O4B servers are fully redundant • Daily off-site Back-ups• Redundant Power Supply• Redundant Internet Links• Limited Physical Access• Secure hosting environment• O4B offers data protection exceeding the standards of most PE Funds

___________Support – Help Desk, FAQs and Email

• Web based FAQs and support pages• Comprehensive user manual• O4B offers live help desk support from 8:00 – 18:00 (CET), and email support 24/7

w w w.o4b.biz

MTBS d.o.o. || Trg Žrtava Fašizma 3 || 10000 Zagreb || Croatia || t: +385 (01) 777 2030 || f: +385 (01) 777 2040 || info@o4b.biz